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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	DekaBank Deutsche Girozentrale Frankfurt, Germany	$126M	+$40M	2	0.37%	Increased
152	Lazard Frères Gestion Paris, France	$126M	+$2.66M	1	4.08%	Increased
153	KeyBank National Association Cleveland, Ohio	$119M	-$91.9K	3	0.52%	Reduced
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$119M	+$65M	7	0.45%	Increased
155	BAMCO Inc New York	$117M	+$3.63M	1	0.27%	Increased
156	USS Investment Management London, United Kingdom	$117M	+$114M	2	0.92%	Increased
157	Canada Life Winnipeg, Manitoba, Canada	$117M	-$5.06M	8	0.27%	Reduced
158	Gabelli Funds Rye, New York	$115M	-$7.52M	7	0.73%	Reduced
159	Asset Management One Tokyo, Japan	$113M	+$1.04M	3	0.42%	Increased
160	Factory Mutual Insurance Waltham, Massachusetts	$113M	-$3.76M	2	1.38%	Reduced
161	Amundi Paris, France	$113M	+$112M	4	0.08%	New
162	HM Payson & Co Portland, Maine	$111M	+$4.05M	4	2.71%	Increased
163	Davenport & Co Richmond, Virginia	$111M	+$31.5M	4	0.85%	Increased
164	AAM Alpine Associates Management Palm Beach, Florida	$110M	+$42.9M	1	3.01%	Increased
165	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$109M	+$19.5M	5	0.13%	Increased
166	1832 Asset Management Toronto, Ontario, Canada	$109M	-$38.5M	4	0.21%	Reduced
167	Welch & Forbes Boston, Massachusetts	$108M	+$1.46M	3	1.82%	Increased
168	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$107M	+$16M	1	2.52%	Increased
169	Commonwealth Equity Services Waltham, Massachusetts	$106M	+$2.06M	7	0.27%	Increased
170	Fifth Third Bancorp Cincinnati, Ohio	$104M	-$3.75M	8	0.45%	Reduced
171	SRIM Saratoga Research & Investment Management Saratoga, California	$104M	+$1.01M	1	4.89%	Increased
172	Nikko Asset Management Americas New York	$103M	+$47.7M	3	0.4%	Increased
173	IAM Iridian Asset Management Westport, Connecticut	$103M	-$20.6M	1	1.8%	Reduced
174	Bank of Nova Scotia Toronto, Ontario, Canada	$102M	-$143M	4	0.19%	Reduced
175	Altshuler Shaham Tel Aviv, Israel	$100M	-$1.46M	3	0.75%	Reduced